1. Proposal For Robot Investor

2. Strategy Tap into financial data –Historic record –Current prices, news, etc –Forecasts Analyze individual stock –NAIC modified –Management –Balance sheet

3. Data Sources

4. EDGAR

5. Yahoo.com

6. Marketwatch.com

7. Balance Sheet Sources Market Watch –http://www.marketwatch.com/tools/quotes/fina ncials.asp?symb=Thttp://www.marketwatch.com/tools/quotes/fina ncials.asp?symb=T Yahoo

8. Cash Flow

9. Excel Spread Sheet Tools

10. NAIC Stock Selection Guide (SSG)

11. NAIC Portfolio Evaluation Review Technique (PERT)

12. NAIC Management Effectiveness

13. PEG (Price/Earnings)/(Earnings Growth Rate)

14. EBITDA - Earnings Before Interest, Taxes, Depreciation, Amortization

15. EBITDA/Revenue

16. Cash Flow

17. Payout Ratio

18. Return on Equity (ROE) http://www.investopedia.com/articles/fundamental/03/100103.asp ROE Calculation A company's ROE ratio is calculated by dividing the company's net income by its shareholder equity, or book value. The formula is simple: Net Income/Average Common Equity* *Total assets less total liabilities You can find net income on the income statement, but you can also take the sum of the last four quarters worth of earnings. Shareholders equity, meanwhile, is located on the balance sheet and is simply the difference between total assets and total liabilities. Shareholder equity represents the tangible assets that have been produced by the business. Both net income and shareholder equity should cover the same period of time.net incomeshareholder equitybook valueincome statementassetsliabilities

19. Yield Yield = Dividend/Price per share